#V1.0 This tool was made to let its user analyze the annual performance of a portfolio of Stocks, ETFs and/or Mutual funds. After inputting every tickers (and its associated number of shares) held throughout the period, the tool will generate an interactive graph as well as various key results and metrics that will help its user analyze the performance of his portfolio.
Here is the link used to access the application: Portfolio_Analysis_Tool
Please have a look at the file app.R to read the assumptions used for the model
#V2.0 A portfolio construction tab has been added. The user can now better understand his portfolio allocation and find interesting rebalancing solutions.